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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,091 | $101,063-62.3% | $81,473-53.2% | $147,586-74.2% |
| Participation rate | 71.4% | 74.5%-3.0pp | 68.0%+3.5pp | 82.8%-11.4pp |
| Annual return | 15.72% | 32.41%-16.7pp | 38.78%-23.1pp | 578.59%-562.9pp |
| Employer contribution / active EE | $5,011 | $3,206+56.3% | $2,568+95.1% | $4,876+2.8% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,324 | $5,812-77.2% | $4,561-71.0% | $10,886-87.8% |